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Copy current bank reference to create statement reference

Copy current bank reference to create statement reference

Owned by Fiona Hardy, created
Last updated: Jan 21, 2025
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

This article outlines a shortcut option in the Import Receipts from Bank Statement screen which a statement reference for a tenancy to be created

From main menu:

  • Click Lettings/Rentals

  • Click Daily Accounts Processes and select Import Receipts from Bank Statement

Match statement item against the correct tenancy:

  • In the Tenancy column, click the address - the Tenancy Detail window will open to the left

    Click address to view tenancy detail.png

From the Tenancy Detail screen on left:

  • Right-click over Statement reference field and select Paste current reference

    Paste current ref menu option.png

  • The reference is entered into the Statement reference field and will be remembered for future payments

    Ref pasted.png

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